$589Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 0.49 | 16,778 | 2,877,090 | REDUCED | -2.85 | |
AAXJ | ISHARES TR | 0.08 | 4,088 | 473,431 | UNCHANGED | 0.00 | |
ABBV | ABBVIE INC | 0.04 | 1,231 | 224,165 | NEW | ||
AEMB | AMERICAN CENTY ETF TR | 0.87 | 77,826 | 5,125,620 | REDUCED | -0.73 | |
AEMB | AMERICAN CENTY ETF TR | 0.49 | 44,966 | 2,866,130 | REDUCED | -0.11 | |
AEMB | AMERICAN CENTY ETF TR | 0.32 | 20,390 | 1,910,750 | UNCHANGED | 0.00 | |
AEMB | AMERICAN CENTY ETF TR | 0.19 | 21,822 | 1,142,600 | ADDED | 0.91 | |
AEMB | AMERICAN CENTY ETF TR | 0.07 | 4,851 | 434,165 | UNCHANGED | 0.00 | |
AEMB | AMERICAN CENTY ETF TR | 0.04 | 5,983 | 252,961 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.14 | 6,903 | 795,897 | ADDED | 6.81 | |
AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
AGT | ISHARES TR | 0.05 | 4,544 | 305,051 | ADDED | 10.37 | |
AMZN | AMAZON COM INC | 0.09 | 2,970 | 535,729 | ADDED | 0.17 | |
AVGO | BROADCOM INC | 0.08 | 353 | 467,870 | UNCHANGED | 0.00 | |
BIV | VANGUARD BD INDEX FDS | 0.09 | 6,582 | 504,639 | ADDED | 0.05 | |
BNDW | VANGUARD SCOTTSDALE FDS | 1.29 | 129,923 | 7,606,980 | ADDED | 0.21 | |
BOB | EA SERIES TRUST | 0.65 | 181,448 | 3,858,710 | ADDED | 1.01 | |
CVX | CHEVRON CORP NEW | 0.04 | 1,311 | 206,797 | NEW | ||
DFAC | DIMENSIONAL ETF TRUST | 24.10 | 4,448,800 | 142,139,000 | ADDED | 1.24 | |
DFAC | DIMENSIONAL ETF TRUST | 23.65 | 2,562,180 | 139,460,000 | ADDED | 1.6 | |
DFAC | DIMENSIONAL ETF TRUST | 10.90 | 1,572,180 | 64,302,100 | REDUCED | -0.57 | |
DFAC | DIMENSIONAL ETF TRUST | 9.26 | 1,485,190 | 54,580,900 | ADDED | 0.62 | |
DFAC | DIMENSIONAL ETF TRUST | 7.67 | 1,778,340 | 45,241,100 | ADDED | 1.57 | |
DFAC | DIMENSIONAL ETF TRUST | 4.01 | 784,826 | 23,623,300 | ADDED | 2.14 | |
DFAC | DIMENSIONAL ETF TRUST | 3.56 | 368,500 | 20,997,100 | ADDED | 0.86 | |
DFAC | DIMENSIONAL ETF TRUST | 2.97 | 280,991 | 17,517,000 | REDUCED | -1.73 | |
DFAC | DIMENSIONAL ETF TRUST | 2.10 | 455,837 | 12,394,200 | ADDED | 22.86 | |
DFAC | DIMENSIONAL ETF TRUST | 1.44 | 232,064 | 8,479,620 | REDUCED | -0.96 | |
DFAC | DIMENSIONAL ETF TRUST | 0.88 | 210,857 | 5,212,380 | ADDED | 12.85 | |
DFAC | DIMENSIONAL ETF TRUST | 0.61 | 140,365 | 3,577,900 | ADDED | 77.56 | |
DFAC | DIMENSIONAL ETF TRUST | 0.33 | 63,582 | 1,921,450 | ADDED | 145 | |
DFAC | DIMENSIONAL ETF TRUST | 0.11 | 13,878 | 652,821 | ADDED | 180 | |
DFAC | DIMENSIONAL ETF TRUST | 0.06 | 13,448 | 343,327 | ADDED | 22.28 | |
DFAC | DIMENSIONAL ETF TRUST | 0.04 | 7,666 | 242,322 | NEW | ||
EMGF | ISHARES INC | 0.10 | 11,935 | 615,843 | REDUCED | -0.27 | |
FNDA | SCHWAB STRATEGIC TR | 1.60 | 465,629 | 9,452,270 | ADDED | 2.00 | |
FNDA | SCHWAB STRATEGIC TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
GOOG | ALPHABET INC | 0.06 | 2,262 | 341,404 | REDUCED | -0.88 | |
GOOG | ALPHABET INC | 0.05 | 1,913 | 291,273 | REDUCED | -1.29 | |
HD | HOME DEPOT INC | 0.04 | 562 | 215,538 | NEW | ||
JPM | JPMORGAN CHASE & CO | 0.06 | 1,882 | 376,965 | REDUCED | -0.11 | |
LLY | ELI LILLY & CO | 0.07 | 560 | 435,658 | REDUCED | -1.23 | |
MA | MASTERCARD INCORPORATED | 0.04 | 546 | 262,937 | UNCHANGED | 0.00 | |
META | META PLATFORMS INC | 0.09 | 1,117 | 542,393 | UNCHANGED | 0.00 | |
MSFT | MICROSOFT CORP | 0.33 | 4,682 | 1,969,810 | REDUCED | -0.66 | |
NVDA | NVIDIA CORPORATION | 0.08 | 493 | 445,455 | ADDED | 0.41 | |
PG | PROCTER AND GAMBLE CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
SO | SOUTHERN CO | 0.13 | 10,661 | 764,820 | ADDED | 0.14 | |
SPY | SPDR S&P 500 ETF TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
UNH | UNITEDHEALTH GROUP INC | 0.04 | 431 | 213,216 | REDUCED | -7.51 | |
V | VISA INC | 0.04 | 784 | 218,799 | UNCHANGED | 0.00 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.11 | 5,609 | 655,307 | ADDED | 5.00 | |
VOO | VANGUARD INDEX FDS | 0.05 | 3,340 | 288,843 | UNCHANGED | 0.00 | |
VTIP | VANGUARD MALVERN FDS | 0.21 | 25,504 | 1,221,400 | ADDED | 167 | |
XOM | EXXON MOBIL CORP | 0.05 | 2,655 | 308,617 | REDUCED | -3.42 | |
BERKSHIRE HATHAWAY INC DEL | 0.14 | 2,009 | 844,825 | REDUCED | -0.25 |